1.Detect new Offer record
Integrate Salesforce and CRM data to trigger when a new Offer record is created, so you can capture the offer reference.
When a new offer sits without a sent internal notice, deals can stall due to missing terms. This automation detects Offer record creation, finds related submission and opportunity data, filters qualifying lender matches, and sends a consolidated emailβso your team can act immediately.
Integrate Salesforce and CRM data to trigger when a new Offer record is created, so you can capture the offer reference.
Integrate Salesforce and CRM lookup fields to find the related Submission record, so you can pull mapped submission notes.
Integrate Salesforce and CRM lookup fields to find the related Opportunity record, so you can map business name and owner.
Integrate Filter by Zapier and rule logic to continue only for qualifying lender matches, so you can avoid non relevant offers.
Integrate Gmail and email templates to send one consolidated message, so you can deliver fund amount and term details.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.